Financial Associate Financial Associate

Key Achievements:

Served as the primary associate for client servicing, responsible for the efficient setup, maintenance, and comprehensive management of diverse individual and corporate accounts. Managed high-volume daily financial transactions (deposits, withdrawals, transfers) and ensured a hundred percent accuracy in account reconciliation and end-of-day cash balancing. Employed advanced promotional and advisory skills to recommend and successfully sell targeted financial products and services, basing recommendations on thorough analysis of client financial status and current economic market trends. Acted as the Officer's Alternate, overseeing critical branch security procedures, including ATM cash loading, stringent vault management, and adherence to strict protocols for secure overall cash handling.

Key Achievements:

Led comprehensive cash management for all area projects within the Visayas Region, guaranteeing financial control, optimal liquidity, and strict adherence to established budgetary protocols Executed the end-to-end management of the fund cycle, including the release of authorized project funds and the timely collection of revenues from regional clients. Significantly enhanced cash flow visibility and controlled financial integrity by performing routine audits of both Accounts Payable (A/P) and Accounts Receivable (A/R), identifying and resolving discrepancies proactively. Established and maintained highly organized documentation systems for all financial records, directly supporting smooth internal and external auditing processes.

Key Achievements:

Served as a primary Customer Service expert, adept at managing and executing high-volume global incoming and outgoing calls, chats, and emails to address inquiries and maintain client satisfaction worldwide. Accurately processed and managed complex order reservations, ensuring seamless booking experiences and precise execution of client travel itineraries. Handled comprehensive tours and product inquiries across all communication channels (calls, live chat, and email), providing detailed information, customized solutions, and rapid resolution to customer needs. Actively contributed to product enhancement initiatives by gathering, analyzing, and synthesizing customer feedback to inform service improvements and feature development. Functioned as the liaison and provider relationship representative, maintaining strong collaborative ties with external partners to ensure service quality, negotiate terms, and optimize product delivery for clients.